Trellis Wealth Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History

Trellis Wealth Advisors LLC

  • $199 Billion
  • Q4 2024

A detailed history of Trellis Wealth Advisors LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Trellis Wealth Advisors LLC holds 1,229 shares of VOO stock, worth $689,837. This represents 0.33% of its overall portfolio holdings.

Number of Shares
1,229
Previous 1,114 10.32%
Holding current value
$689,837
Previous $588 Million 12.65%
% of portfolio
0.33%
Previous 0.29%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$521.84 - $558.82 $60,011 - $64,264
115 Added 10.32%
1,229 $662 Million
Q3 2024

Oct 21, 2024
BUY
$475.2 - $527.7 $57,499 - $63,851
121 Added 12.19%
1,114 $588 Million
Q2 2024

Jul 30, 2024
BUY
$455.1 - $504.28 $451,914 - $500,750
993 New
993 $497 Million

Others Institutions Holding VOO

# of Institutions
3,507
Shares Held
476M
Call Options Held
2.36M
Put Options Held
2.13M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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